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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
SM
4351
Salzhauer Michael
| US$2.28億 | +US$3295萬 | +17% | 5.67% | 98% | 135 | 16.3% | 2.7 |
|
| 4352 |
WAM
4352
Westport Asset Management
Southport,
Connecticut
| US$2.28億 | +US$863萬 | +4% | 4.02% | 73.2% | 76 | 1.32% | 4.2 |
|
| 4353 |
4353
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$2.28億 | +US$1015萬 | +5% | 5.74% | 61.6% | 382 | 6.28% | 2.5 |
|
| 4354 |
4354
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$2.28億 | +US$5863萬 | +35% | 5.6% | 44% | 67 | 13.43% | 1.4 |
|
| 4355 |
4355
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$2.27億 | +US$1901萬 | +9% | 5.65% | 97% | 161 | 9.94% | 2.5 |
|
| 4356 |
4356
Delta Financial Advisors
New Orleans,
Louisiana
| US$2.27億 | +US$1350萬 | +6% | 7.25% | 107% | 117 | 9.4% | 1.7 |
|
| 4357 |
4357
JFG Wealth Management
Denver,
Colorado
| US$2.27億 | +US$4790萬 | +27% | 9.93% | 65.2% | 47 | 57.45% | 0.7 |
|
| 4358 |
SC
4358
Schulhoff & Co
Cincinnati,
Ohio
| US$2.27億 | +US$848萬 | +4% | 3.21% | 58.8% | 118 | 1.69% | 5.6 |
|
| 4359 |
4359
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$2.27億 | +US$1662萬 | +8% | 4.46% | 65% | 33 | 21.21% | 2.1 |
|
| 4360 |
4360
Oregon Health & Science University
Portland,
Oregon
| US$2.27億 | +US$1816萬 | +9% | 8.45% | – | 1 | 0% | 0.5 |
|
| 4361 |
4361
Phoenician Capital
New York
| US$2.27億 | +US$3337萬 | +17% | 0.24% | 41.1% | 15 | 26.67% | 1 |
|
| 4362 |
4362
PhiloSmith Capital
Stamford,
Connecticut
| US$2.27億 | -US$406萬 | -2% | 2.6% | 47% | 32 | 9.38% | 3.6 |
|
| 4363 |
4363
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$2.26億 | +US$1100萬 | +5% | 5.29% | 87.3% | 73 | 8.22% | 5.8 |
|
| 4364 |
4364
RDA Financial Network
Akron,
Iowa
| US$2.26億 | -US$670萬 | -3% | 7.34% | 93.4% | 240 | 12.08% | 1.7 |
|
| 4365 |
4365
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| US$2.26億 | -US$3333萬 | -13% | 6.99% | 58.6% | 308 | 53.9% | 1.6 |
|
| 4366 |
4366
TA Associates
Boston,
Massachusetts
| US$2.26億 | – | – | 0% | – | 1 | – | 0 |
|
| 4367 |
4367
Tuttle Capital Management
Riverside,
Connecticut
| US$2.26億 | -US$2713萬 | -11% | 4.99% | 115% | 437 | 85.58% | 0.1 |
|
| 4368 |
4368
KPCB DGF III Associates
Menlo Park,
California
| US$2.26億 | – | – | 1.55% | – | 1 | – | 0 |
|
| 4369 |
4369
Magnolia Capital Advisors
Jackson,
Mississippi
| US$2.26億 | +US$1.75億 | +347% | 5.88% | 78.7% | 155 | 56.13% | 0.4 |
|
| 4370 |
4370
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$2.26億 | +US$2133萬 | +10% | 4.98% | 106% | 37 | 5.41% | 1.4 |
|
| 4371 |
4371
Guinness Atkinson Asset Management
Pasadena,
California
| US$2.26億 | +US$2347萬 | +12% | 10.3% | 148% | 94 | 3.19% | 3.7 |
|
| 4372 |
IBOK
4372
Independence Bank of Kentucky
Owensboro,
Kentucky
| US$2.26億 | +US$1987萬 | +10% | 6.23% | 94.3% | 403 | 9.93% | 2.6 |
|
| 4373 |
4373
Bank OZK
Little Rock,
Arkansas
| US$2.26億 | +US$844萬 | +4% | 5.95% | 112% | 127 | 4.72% | 5 |
|
| 4374 |
4374
FC Advisory
West Chester,
Pennsylvania
| US$2.25億 | +US$2004萬 | +10% | 5.27% | 46.6% | 65 | 3.08% | 3.8 |
|
| 4375 |
DI
4375
DAGCO Inc
Westlake,
Ohio
| US$2.25億 | +US$2383萬 | +12% | 5.11% | 75% | 110 | 8.18% | 1.8 |
|